Robertson Stephens Wealth Management, LLC's ownership history for XLF

Robertson Stephens Wealth Management, LLC currently holds 390.5K shares with a market value of $21.0M. It started holding XLF on 2024-09-30. At its peak, it held 445.0K shares on 2025-06-30. Its highest holding value was $23.3M on 2025-06-30. At its lowest, it held 280.9K shares on 2025-03-31, with a value of $14.0M on 2025-03-31. In the recent 180 days, Robertson Stephens Wealth Management, LLC has increased its shares by 109.7K. In the recent year, Robertson Stephens Wealth Management, LLC has increased its shares by 48.8K.